Required Custom Fields

Set custom fields as required when creating deals, budgets, and more.

Updated over a week ago

Setting a custom field as required is only available on the Ultimate plan.

When creating custom fields, certain types of custom fields can be set as required. Those include:

  • budgets

  • bookings

  • deals

  • companies

To set a custom field as required, head over to Settings - Custom fields:


Select the custom field you wish to update or create a new one:


Tick the option "Set as a required field":


Now if you try and create a new deal without the required custom field entered, an error will appear:

Did this answer your question?